StockDriftsStockDriftsTop 50 Tenet Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.86% | 48.1K | $36.8M | +3.42%(+1.59K) | $694.08(+10.94%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 4.9% | 136.4K | $7.0M | +3.65%(+4.81K) | $53.54(-3.99%) | 2026-09-30 | |
| PAVE | GLOBAL X FDS | 3.78% | 102.4K | $5.4M | -1.07%(-1.11K) | $54.05(-2.38%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.76% | 73.4K | $5.3M | +3.58%(+2.54K) | $76.74(-4.49%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.33% | 9.2K | $4.7M | -0.92%(-86) | $365.99(+45.77%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.07% | 84.5K | $4.4M | +2.83%(+2.33K) | $48.71(+4.02%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.71% | 93.1K | $3.9M | +0.05%(+46) | $39.55(+4.46%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.6% | 16.2K | $3.7M | -0.81%(-132) | $182.63(+18.87%) | 2026-09-30 | |
| IDEV | ISHARES TR | 2.23% | 35.4K | $3.2M | +4.01%(+1.37K) | $85.17(+4.49%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 1.97% | 36.0K | $2.8M | +2.02%(+713) | $80.15(-2.87%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.47% |
Tenet Wealth Partners LLC reports $142.33M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.9%), JBND (4.9%) and PAVE (3.8%). The top 20 holdings account for 67.64% of reported assets. Its disclosed equity book has returned +1.04% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tenet Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149209). View Tenet Wealth Partners LLC’s 13F filings on SEC